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Schwab Strategic Tr shares owned by Charles Schwab Trust

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Charles Schwab Trust from 13F filings

Historical chart of Charles Schwab Trust investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by Charles Schwab Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Charles Schwab Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 277k 52.05
2023-12-31 $6.6M 125k 52.61
2023-09-30 $4.4M 88k 49.58

More positions owned by Charles Schwab Trust

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Cre U S Reit Etf (USRT)
Tennant Company (TNC)
Schwab Strategic Tr Us Reit Etf (SCHH)

View all positions for Charles Schwab Trust

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Charles Schwab Trust
Wedmont Private Capital
Pallas Capital Advisors
Beaird Harris Wealth Management
Bank of America Corporation
Myecfo
Garrett Investment Advisors
Adviser Investments
O'rourke & Company
VanderPol Investments
Captrust Financial Advisors
SageView Advisory Group
Bank of New York Mellon
Lindenwold Advisors

View all funds holding Schwab Strategic Tr